Field reference
Request for Quotation
How to use Request for Quotation in Purchasing: access, working steps, fields, related records and troubleshooting.
Purpose and access
Start with a material requirement, request supplier quotations, compare responses, issue a purchase order and receive the delivery. Record the purchase invoice and payment in Finance & Accounting after the appropriate checks.
This page is a record page in Supply Chain → Purchasing. Use the link above to open the configured destination; permissions are checked by the destination service.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Prepare the required information: Series, Company, Date, Suppliers, Items, Subject.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Request for Quotation from Supply Chain → Purchasing, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- When the draft is complete and you are authorized, submit it through the available approval process. Submission can create operational or accounting effects. Use the permitted cancellation/amendment process for later corrections.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Public descriptionnexcom_public_description | Small Text Optional | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Budget currencynexcom_budget_currency | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Currency |
Release public budgetnexcom_publish_budget | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Released addendanexcom_public_addenda | Small Text Optional | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Public budgetnexcom_public_budget | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Public opportunity titlenexcom_public_title | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Released opportunity termsnexcom_public_terms | Small Text Optional | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
State / provincenexcom_state_id | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: NexCom Geo State |
Bid deadline (system time zone)nexcom_deadline | Datetime Optional | Record the date and time in the configured system/user time zone. |
Countrynexcom_country | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Country |
City / townnexcom_city_id | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: NexCom Geo City |
Publish opportunity publiclynexcom_public | Check Optional | Publishes only the explicit public fields and RFQ item specifications. Recipients and bids are never public. |
State labelnexcom_state | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
City labelnexcom_city | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Seriesnaming_series | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Companycompany | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Datetransaction_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Required Dateschedule_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Statusstatus | Select Required · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Amended Fromamended_from | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Request for Quotation |
Supplierssuppliers | Table Required | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Request for Quotation Supplier |
Itemsitems | Table Required | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Request for Quotation Item |
Email Templateemail_template | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Email Template |
Send Attached Filessend_attached_files | Check Optional | If enabled, all files attached to this document will be attached to each email |
Send Document Printsend_document_print | Check Optional | If enabled, a print of this document will be attached to each email |
Subjectsubject | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Message for Suppliermessage_for_supplier | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Message for Suppliermfs_html | Code Optional | Administrator/integration field. Use a validated configuration or supported script and test its impact before deployment. |
Incotermincoterm | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Incoterm |
Named Placenamed_place | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Termstc_name | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Terms and Conditions |
Terms and Conditionsterms | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Print Headingselect_print_heading | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Print Heading |
Letter Headletter_head | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Letter Head |
Opportunityopportunity | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Opportunity |
Titletitle | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Company Billing Addressbilling_address | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Address |
Billing Address Detailsbilling_address_display | Text Editor Optional · Read-only | Maintain formatted content for the record; review any public-facing output before publishing. |
Company Shipping Addressshipping_address | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Address |
Shipping Address Detailsshipping_address_display | Text Editor Optional · Read-only | Maintain formatted content for the record; review any public-facing output before publishing. |
Child tables
Suppliers — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Suppliersupplier | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Supplier |
Contactcontact | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Contact |
Quote Statusquote_status | Select Optional · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Supplier Namesupplier_name | Read Only Optional | System-provided value; correct its source record or calculation rather than overwriting the displayed result. |
Email IDemail_id | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Send Emailsend_email | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Email Sentemail_sent | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Items — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Item Codeitem_code | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item |
Item Nameitem_name | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Required Dateschedule_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Descriptiondescription | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Item Groupitem_group | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item Group |
Brandbrand | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Brand |
Image Viewimage_view | Image Optional | Complete the value according to the field label and the record’s validation rules. |
Quantityqty | Float Required | Enter a numeric value using the required unit and precision. |
Stock UOMstock_uom | Link Required · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UOM |
UOMuom | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UOM |
UOM Conversion Factorconversion_factor | Float Required · Read-only | Enter a numeric value using the required unit and precision. |
Qty as per Stock UOMstock_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Warehousewarehouse | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
Material Requestmaterial_request | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Material Request |
Projectproject_name | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Project |
Page Breakpage_break | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.